Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
2025
Q1
$1.7M Buy
2024
Q3
Sell
2024
Q2
$578K Sell
2024
Q1
$1.36M Buy
2023
Q1
Sell
2022
Q4
$926K Buy
2021
Q4
Sell
2021
Q3
$548K Buy
2019
Q4
$1.03M Buy
2018
Q4
Sell
2018
Q3
$537K Buy
2018
Q2
$394K Buy
2017
Q4
Sell
2017
Q3
$487K Buy
2016
Q3
Sell
2016
Q2
$244K Buy